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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
951
Bramshill Investments
Florida
$804K – – –
VH
952
Visionary Horizons
Tennessee
$802K -$49K -942 -6%
BFA
953
Beaumont Financial Advisors
Massachusetts
$800K -$104K -1,999 -12%
IPAM
954
Investment Partners Asset Management
New Jersey
$797K – – –
ET
955
Equitable Trust
Tennessee
$792K -$7.59K -146 -1%
MCM
956
MV Capital Management
Maryland
$792K -$69.6K -1,340 -8%
CCM
957
Cannon Capital Management
Utah
$790K – – –
RWB
958
RMR Wealth Builders
New Jersey
$789K -$90.8K -1,748 -11%
QCM
959
QRG Capital Management
Illinois
$789K +$79.2K +1,523 +12%
PWM
960
Pines Wealth Management
North Carolina
$786K +$35.4K +682 +5%
FCM
961
Fourpath Capital Management
Oklahoma
$781K +$74.2K +1,427 +11%
KCAM
962
Kagan Cocozza Asset Management
New Jersey
$779K -$104K -2,009 -12%
MBT
963
Montecito Bank & Trust
California
$777K -$28.6K -550 -4%
EAN
964
Excelsior Advisor Network
Colorado
$776K +$149K +2,864 +25%
ACM
965
Aster Capital Management
United Arab Emirates
$776K -$2.86M -54,952 -79%
EWM
966
EPG Wealth Management
Georgia
$772K -$89.8K -1,728 -11%
PRAG
967
Portfolio Resources Advisor Group
Florida
$771K +$89.8K +1,727 +14%
PCS
968
Personal CFO Solutions
New Jersey
$771K +$748K +14,389 New
MWA
969
Monograph Wealth Advisors
California
$769K – – –
BT
970
Banque Transatlantique
France
$767K – – –
CFP
971
Cascade Financial Partners
California
$764K – – –
SC
972
Slow Capital
California
$764K -$15.4K -296 -2%
BBHC
973
Brown Brothers Harriman & Co
New York
$764K – – –
PWAM
974
Private Wealth Asset Management
Iowa
$757K -$62.7K -1,206 -8%
PRI
975
Prepared Retirement Institute
Pennsylvania
$756K -$8.73K -168 -1%
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